Foresight Capital Management Advisors, Inc.

RIASEC RegisteredEst. 2015

Total AUM

$351M

Discretionary

$349M

100% of AUM

Avg account

$338K

Accounts

1,039

Employees

Advisory reps

Firm details

Headquarters: Saline, Michigan
CRD number: 147014
Registered since: March 30, 2015
Website: www.fcmadvisors.net
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI72.27%
Pension & Profit Sharing Plans14.54%
Individuals10.97%
Insurance Companies0.96%
State / Municipal Government0.78%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Foresight Capital Management Advisors, Inc. is an independent, individually owned RIA that has been SEC-registered since 2015. The firm serves both individual/family and institutional clients and provides financial planning, portfolio management for individuals and businesses, pension consulting, selection of sub-advisers, and investor education through seminars and workshops. Its fee model includes asset-based fees, hourly charges, and fixed-fee arrangements. The firm is not positioned as an ESG-focused investor and lists an industry affiliation with accounting professionals. Foresight also identifies itself as a capital allocator, directing client capital to external managers when appropriate.